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Legacy Planning for Families
Financial & Legacy Planning for Families
Coaching
Store
About Us
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10/18/24

Avoiding Probate

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What is Probate?

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A Will, Trust, or Both?

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Genera Legacy Design

Disclaimer: Genera Legacy Design provides Advance Care Planning and Financial Strategy Coaching Services only and does NOT offer any form of legal advice. We strongly recommend that all clients consult with qualified Elder Law or Estate Planning attorneys to thoroughly review any advance care planning directives and documents created through our courses. Additionally, all financial strategies discussed in Genera Legacy Design courses must be implemented by attorneys specializing in Elder Law and Medicaid planning to ensure compliance and accuracy.

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